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Alissa B. Gorman, Semanoff Ormsby Greenberg & Torchia

With approximately one in six children in the United States between the ages of 3 and 17 diagnosed with a disability, practitioners will increasingly serve clients who wish to leave assets to a family member with special needs. Comprehensive planning for the transfer of assets to a beneficiary with a disability requires not only a focus on maximizing the longevity of those assets by ensuring the assets are in a protective arrangement, but also a broader discussion on who will provide future daily care for the beneficiary, where such care will be provided, and the expenses related to such care. Understanding the financial and personal needs of the beneficiary allows the practitioner to identify the client’s goals and provide recommendations that alleviate anxiety regarding the care a loved one will receive when the client is no longer able to manage such care.

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